See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,902 | $72,177-60.0% | $115,037-74.9% | $59,632-51.5% |
| Participation rate | 67.6% | 72.6%-4.9pp | 81.4%-13.7pp | 68.7%-1.0pp |
| Annual return | -1.41% | 12.02%-13.4pp | 26.14%-27.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,269 | $2,841-55.3% | $4,608-72.5% | $2,203-42.4% |
| Participant deferral / active EE | $3,023 | $4,783-36.8% | $6,026-49.8% | $3,192-5.3% |
| Admin fee / account holder | $1,393 | $4,927-71.7% | $8,175-83.0% | $4,297-67.6% |